Cambridge Associates
Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Assets under management: 30 billion USD Founded: 1973 CEO: David Druley President: Philip Walton Number of employees: 1,300 Founders: Hunter Lewis, James Bailey
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Cambridge Associates Employees
Cambridge Associates 2005 - Present
Skills
Alternative Investments, Asset Allocation, Investments, Valuation, Financial Modeling, Private Equity, Hedge Funds, Equities, Portfolio Management, Asset Management, Investment Management, Investment Strategies, Bloomberg, Fixed Income, Due Diligence
Education
Boston College
Master of Business Administration (M.B.A.)
Boston College
Master's Degree, Political Science
University of Massachusetts, Amherst
Bachelor's Degree, Political Science and Sociology, Economics Minor
Prophet June 2013 - August 2013
Cambridge Associates September 2010 - October 2011
Cambridge Associates January 2008 - August 2010
Cambridge Associates July 2007 - December 2008
Skills
Alternative Investments, Economics, Corporate Finance, Emerging Markets, Investment Management, Mergers & Acquisitions, Investment Strategies, Entrepreneurship, Consulting, Securities, Corporate Development, Marketing, Marketing Strategy, Brand Development, Brand Management, Corporate Branding, Business Strategy, Business Development, Asset Allocation, Portfolio Management, Asset Managment
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Management & Strategy, Marketing
Bowdoin College 2003 — 2007
BA, Government (major) Economics (minor)
Hackley School 2003 — 2007
High School
emids August 2015 - Present
Parallon October 2014 - August 2015
Goodwill Industries of Middle Tennessee, Inc. April 2014 - September 2014
ServiceSource October 2010 - April 2014
Eastgate Creative Christian Fellowship September 2010 - September 2013
General Council on Finance & Administration (GCFA) August 2008 - September 2010
United Methodist Church Foundation April 2009 - October 2009
Cambridge Associates March 2007 - July 2008
Dana-Farber Cancer Institute July 2005 - March 2007
Skills
French, Microsoft Office, Customer Experience, Event Planning, PowerPoint, Public Speaking, Writing, Graphic Design, Leadership, Management, Fundraising, Training, Event Management, Project Planning, Social Networking, Project Management, Outlook, Customer Service, Microsoft Excel, Data Entry, Research, Teamwork, Administrative..., Social Media, Marketing, Team Leadership, Recruiting, Nonprofits, Administrative..., Administration, Communication
Education
Boston University 1998 — 2000
BS, English Education
University of New Hampshire 1993 — 1996
Bachelor of Science, Theater, Education
Weston High School 1989 — 1993
Cambridge Associates February 2015 - Present
Freddie Mac September 2014 - February 2015
Abercrombie & Fitch September 2013 - September 2014
Bournemouth University September 2010 - July 2013
Databank Financial Services Ltd June 2010 - September 2010
Skills
Management, Microsoft Office, Data Analysis, Economics, Microsoft Excel, PowerPoint, SPSS, PeopleSoft, Accounting, Risk Management, Operations Management, Social Media, Teamwork, Time Management
Education
Bournemouth University 2010 — 2013
Bachelor's degree, Finance and Economics
Charters School 2008 — 2010
Reading School 2003 — 2008
Cambridge Associates June 2014 - Present
Bain & Company March 2010 - June 2014
The Boston Consulting Group, Inc. 2000 - March 2010
The Boston Consulting Group 1995 - 2000
The Boston Consulting Group 1993 - 1995
Skills
Human Resources, Payroll, Analysis, Training, Executive Pay, Human Capital, Workforce Planning, Expatriate Management, Microsoft Excel, Coaching, Budgets, Data Analysis, Partner Compensation, Partner Benefits, Multi-state Payroll..., Financial Analysis, HRIS, Project Management
Education
Boston University Questrom School of Business 1994 — 1998
MBA, Management
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
BBA, Management
Cambridge Associates July 2014 - Present
Donahue's Disciples 2011 - May 2014
Columbia Threadneedle Investments, US June 2013 - August 2013
State Street Bank June 2012 - August 2012
Skills
Microsoft Office, Stata, Econometrics, Statistics, Oral & Written..., SPSS, Social Media Marketing
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, English
Loomis Chaffee School 2006 — 2010
Vinfen May 2015 - Present
Cambridge Associates November 2006 - May 2015
MRHHC January 2005 - April 2006
GE Sensing March 2004 - December 2004
GE Power Systems October 2002 - February 2004
Panametrics, Inc. October 1999 - September 2002
Panametrics, Inc. September 1996 - September 1999
New York State Department of Environmental Conservation September 1990 - August 1996
SUNY at Binghamton September 1986 - August 1990
Skills
Problem Solving, Troubleshooting, Supervising, Process Improvement, Windows 7, Microsoft Office, MS Project, Six Sigma, HDI Support Center..., Mobile Devices, Training, Teaching, Laboratory, Zoology, Ecology, Wetlands, Leadership, Team Leadership, Product Management, Cross-functional Team..., Business Analysis, Access, SharePoint, Project Management, Quality Assurance
Education
SUNY Binghamton 1984 — 1989
Bachelor of Science (BS), Biology, General
SUNY Binghamton 1984 — 1989
Bachelor of Science (BS), Computer Science
Cambridge Associates June 2015 - Present
Boston College Finance Department September 2014 - May 2015
Robert Half Technology June 2014 - August 2014
Innovest Portfolio Solutions June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Microsoft Office, Customer Service, Leadership, Team Building, Talent Acquisition, Interviews
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Bachelor's Degree, Finance
University College Dublin 2013 — 2013
Regis Jesuit High School 2007 — 2011
High School
Monitor Institute, a part of Deloitte Consulting September 2012 - Present
Monitor Group June 2011 - August 2011
Cambridge Associates July 2007 - July 2010
OneBeacon Insurance June 2009 - August 2009
Skills
Management Consulting, Strategy, Philanthropy, Nonprofits, Social Innovation, Financial Modeling, Entrepreneurship, Project Management, Investment Advisory, Data Analysis, Asset Managment, Alternative Investments, Venture Capital, Impact Investing, Asset Allocation, Non-profits
Education
Stanford Graduate School of Business
Master of Business Administration
Boston College
Bachelor of Arts
Stitch Fix November 2014 - Present
Visa May 2014 - November 2014
Akamai Technologies August 2011 - May 2014
Biogen Idec January 2011 - August 2011
Cambridge Associates September 2010 - November 2010
Innosight June 2010 - September 2010
The Baupost Group September 2009 - May 2010
Skills
Recruiting, Human Resources, Interviews, Talent Acquisition, Management, Screening, Time Management, College Recruiting, Sourcing, Applicant Tracking..., Temporary Placement, Networking, Onboarding, Talent Management, Technical Recruiting, Internet Recruiting
Education
Emmanuel College 2013 — 2016
Master of Science, Human Resource Management, 4.0/4.0
Boston University 2006 — 2009
BS, Psychology
Eaton Vance Management 2006 - 2015
Cambridge Associates 2005 - 2006
State Street Research & Management 1986 - 2005
Education
Boston College
Bachelor of Arts (B.A.), Economics
Suvretta Capital Management, LLC April 2013 - Present
Och-Ziff Capital Management November 2012 - March 2013
UBS Global Asset Management May 2006 - November 2012
Cambridge Associates 2004 - 2006
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Corporate Finance and Accounting
Meadows
Cambridge Associates June 2015 - Present
Cambridge Associates October 2013 - May 2015
Accion June 2013 - October 2013
WorldTeach October 2012 - May 2013
Carpenter and Co,. Inc July 2012 - November 2012
Boston College May 2011 - December 2011
Office of Senator Tolman May 2011 - August 2011
Skills
Spanish, Writing, Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Data Analysis, Editing, Customer Service, Community Outreach, Event Management, Facebook, Knowledge Management, Knowledge Sharing, Webinars, Nonprofits
Education
Boston College 2009 — 2013
BA, International Studies, Hispanic Studies
Universidad Pontificia Comillas 2012 — 2012
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
Cambridge Associates July 2015 - Present
Cambridge Associates September 2014 - July 2015
Population Reference Bureau July 2013 - September 2014
BosMUN May 2012 - March 2013
APCO Worldwide May 2012 - August 2012
UN Watch October 2011 - December 2011
United States Senate June 2011 - July 2011
Boston University International Affairs Association May 2010 - May 2011
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), International Relations, Minor in French, Cum Laude
University of Geneva 2011 — 2011
Chelmsford High School 2005 — 2009
The Virtus Group September 2014 - Present
Cambridge Associates June 2012 - August 2014
Boston Redevelopment Authority June 2011 - August 2011
State of Massachusetts June 2011 - August 2011
Education
Bentley University 2008 — 2012
BS
Brown Brothers Harriman April 2015 - July 2015
LABUR January 2015 - April 2015
Cambridge Associates 2008 - April 2014
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
JP Morgan Chase 2000 - 2005
State Street 1990 - 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Equities, Investments, Bloomberg, Fund Accounting, Private Equity, Asset Management, Securities, Fund Administration, Portfolio Management, Financial Services, Accounting, Financial Risk, Auditing, Internal Controls, ETFs, Management, Leadership, Business Development, Insurance, Swaps, Options, Futures, Quality Assurance, Derivatives, Fund Of Funds, Finance, Cash Management, Valuation, Financial Analysis, Risk Management, FX Options, Financial Reporting, Financial Modeling, Back Office, Middle Office, Banking, Due Diligence, Internal Audit, Account Reconciliation, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
Masters in Finance
Saint Michael's College 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Cambridge Associates July 2015 - Present
Cambridge Associates January 2014 - July 2015
Shawmut Design and Construction June 2013 - January 2014
Shawmut Design and Construction May 2012 - June 2013
Club Z Tutoring April 2012 - July 2012
Boston Sailing Center June 2010 - September 2011
Vector Marketing June 2009 - September 2009
Skills
Microsoft Office, Writing, Research, Finance, Marketing, Data Analysis, Customer Service, Microsoft Excel, Marketing Communications, Financial Modeling
Education
Bentley University 2009 — 2013
BS in Finance December 2013, Finance, General
Cambridge Associates August 2012 - Present
PricewaterhouseCoopers Advisory LLC February 2012 - August 2012
DG Capital April 2006 - January 2012
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Boston College 1999 — 2003
Bachelor of Science, Finance
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton January 2012 - June 2014
Booz Allen Hamilton January 2009 - December 2011
Northrop Grumman Corporation August 2008 - December 2008
Northrop Grumman Corporation September 2007 - December 2008
Northrop Grumman Corporation June 2006 - September 2007
Cambridge Associates March 2006 - June 2006
Skills
Management Consulting, Program Management, Strategic Planning, Financial Analysis, Management, Project Management, Leadership, Business Process..., Data Analysis, Process Improvement, Government Contracting
Education
Boston University 2007 — 2008
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Science (BS), Finance and Marketing
eXelate, A Nielsen Company March 2015 - Present
Hedgeable June 2014 - February 2015
Cambridge Associates August 2011 - May 2014
AmniSure International LLC January 2010 - July 2011
Boston University September 2005 - August 2009
Boston University September 2006 - December 2008
State Street Corporation May 2008 - August 2008
Skills
Statistics, Quantitative Research, Data Analysis, Microsoft Excel, Research, Financial Modeling, Analysis, Quantitative Analytics, Economics, Mathematical Modeling, Qualitative Research, Product Support, Product Development, New Business Development, VBA, SQL, HTML
Education
Boston University
B.A., Mathematics, Magna Cum Laude
McKinsey & Company September 2014 - Present
Cambridge Associates 2011 - 2012
United States Army 2007 - 2011
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Class of 2014
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Converse June 2015 - August 2015
L.E.K. Consulting April 2014 - June 2014
L.E.K. Consulting September 2010 - March 2014
Cambridge Associates June 2009 - August 2009
Skills
Business Strategy, Strategic Analysis, Go-to-market Strategy, M&A due diligence, M&A experience, International Growth, Customer Segmentation..., Innovation Development, Loyalty Programs, Financial Modeling, Due Diligence, Analysis, Management Consulting, Valuation, Market Entry, Strategic Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
Boston College 2006 — 2010
B.A., Economics
Copenhagen Business School 2008 — 2009
Economics
Cambridge Associates July 2015 - Present
Bowdoin College August 2011 - May 2015
MAI Wealth Advisors, LLC June 2014 - August 2014
BNY Mellon June 2013 - August 2013
D.B. Root & Company June 2012 - August 2012
Skills
Data Analysis, Research
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Government & Legal Studies
The Taft School 2008 — 2011
HS Diploma
Cambridge Associates July 2015 - Present
Skills
Microsoft Word, Microsoft Office, Financial Analysis, Investments, PowerPoint, Mutual Funds, Microsoft Excel, Financial Modeling, Facebook, Bloomberg, Management
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration with a Concentration in Finance
CrossCountry Consulting June 2014 - Present
PwC July 2013 - May 2014
PwC August 2011 - June 2013
PwC June 2010 - August 2010
Cambridge Associates January 2008 - August 2009
Cambridge Associates May 2007 - December 2007
Cambridge Associates June 2006 - April 2007
Ferris Baker Watts September 2005 - June 2006
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Financial Reporting, Business Analysis, Strategy, Management Consulting, Finance, Competitive Analysis, Business Strategy, Analysis, Asset Management, Strategic Planning, Data Analysis, Analytics, Bloomberg, Due Diligence
Education
Boston University - School of Management 2009 — 2011
MBA, International Business, Strategy & Operations
The George Washington University 2002 — 2006
BBA, Finance, Economics
Cambridge Associates April 2015 - Present
Cambridge Associates July 2014 - Present
Cambridge Associates August 2013 - June 2014
The Mad Hatter August 2012 - October 2013
Organization of American States January 2013 - June 2013
CG/LA Infrastructure, LLC November 2012 - January 2013
Center for International Policy August 2012 - December 2012
Courtyard by Marriott June 2012 - July 2012
Boston University January 2012 - May 2012
1and1 Internet June 2011 - August 2011
Skills
Team Leadership, Microsoft Office, General Office Skills, Spanish-speaking, Spanish-English, Spanish Literature, Telephone Reception, Receptionist Duties, Event Planning, International Relations, Spanish, International..., Non-profits, Latin America, Wordpress, Nonprofits, Social Media, Public Speaking, Time Management, Interpersonal..., International..., U.S. foreign policy, Foreign Policy, Editing, Research
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
Boston University 2008 — 2012
Bachelor of Arts (BA), Hispanic and Latin American Languages, Literatures, and Linguistics, General
Cambridge Associates July 2014 - Present
Boston College August 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Legal Assistance Foundation of Metropolitan Chicago June 2012 - August 2012
CertaPro Painters June 2011 - August 2011
Forever 21 June 2011 - August 2011
Skills
Microsoft Office, Google Docs, Spanish, FactSet, PowerPoint, Teamwork, Leadership, Community Outreach, Event Management
Education
Boston College 2010 — 2014
Bachelor's Degree, English and Economics
Cambridge Associates June 2014 - Present
Arnold Worldwide September 2013 - December 2013
Conde Nast, SELF Magazine June 2013 - August 2013
College Fashion December 2012 - May 2013
Freelance Writer August 2012 - May 2013
Post Road January 2012 - May 2013
Boston College - Office of First Year Experience January 2011 - May 2013
Boston College - Office of First Year Experience May 2012 - August 2012
Skills
Leadership, Social Media, Editorial, Facebook, Blogging, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), English
Convent of the Sacred Heart 2006 — 2010
King's College London, U. of London
Freelance journalist April 2012 - Present
Thomson Reuters January 2011 - March 2012
Boston University September 2009 - December 2010
Thomson Reuters June 2010 - August 2010
Boston Business Journal January 2010 - May 2010
Brafton January 2009 - July 2009
Fitch Ratings May 2006 - August 2008
Cambridge Associates June 2005 - April 2006
Cambridge Associates 2002 - 2005
Education
Dickinson College 1998 — 2002
Boston University
Lionpoint Group February 2015 - Present
iLevel Solutions August 2012 - January 2015
Cambridge Associates August 2007 - July 2012
Morgan Stanley February 2007 - May 2007
Morgan Stanley June 2006 - August 2006
Skills
Financial Analysis, Management Consulting, Investment Management, Private Equity, Management, Investments, Financial Modeling, Asset Allocation, Capital Markets, Portfolio Management, Equities
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Administration
OnDeck November 2014 - Present
Cambridge Associates July 2011 - October 2014
MasterCard June 2010 - August 2010
Skills
Alternative Investments, Hedge Funds, Private Equity, Due Diligence, Financial Analysis, Asset Allocation, Investments, Asset Management, Investment Management, Equities, Valuation, Portfolio Management, Finance, Fixed Income, Investment Strategies, Capital Markets, Relationship Management, Small Business Lending
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Finance, Marketing
Harrison High School
Huron Consulting Group July 2014 - Present
Huron Consulting Group January 2014 - July 2014
The Frankel Group July 2013 - January 2014
Sialix, Inc. January 2013 - June 2013
MIT Sloan School of Management September 2011 - May 2013
Infinity Pharmaceuticals June 2012 - August 2012
RSM McGladrey, Inc. March 2009 - July 2011
Duff & Phelps July 2007 - March 2009
Cambridge Associates February 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Private Equity, Business Valuation, Data Analysis, Mergers, Competitive Analysis, Management Consulting, Analytics, Business Strategy, Market Research, Forecasting, Entrepreneurship, Economics, Investments, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA
Bentley University 2003 — 2007
BS, Economics-Finance
Cambridge Associates January 2014 - Present
Orion Consultants July 2013 - December 2013
Bowdoin College Athletic Department May 2012 - August 2012
Minot DeBlois Advisors June 2011 - August 2011
Massachusetts State House June 2010 - August 2010
Skills
Research, Team Leadership, Communication, Finance, Analysis
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (BA), Government and Legal Studies
Needham High School 2005 — 2009
Cambridge Associates November 2011 - July 2014
JoycePayne Partners October 2009 - November 2011
Fidelity Investments May 2008 - July 2008
Skills
Equities, Valuation, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia Darden School of Business 2014 — 2016
University of Richmond 2006 — 2009
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Boston University 2005 — 2006
Cambridge Associates April 2015 - Present
Cambridge Associates April 2014 - April 2015
Global Assistance Partners, Haiti January 2013 - February 2014
Kraft Sports Group September 2012 - January 2013
Kraft Sports Group June 2011 - January 2012
Boston College ITS August 2010 - May 2011
Passport Health NY July 2010 - August 2010
Pierce Country Day Camp June 2007 - August 2009
Skills
PowerPoint, Word, Spanish, Excel, Microsoft Office, Market Research, Customer Relations, Customer Service, Microsoft Excel
Education
Boston College 2007 — 2011
BS, Marketing, Management & Leadership, Hispanic Studies
Universitat Pompeu Fabra 2009 — 2010
Spanish, Business
MarketBridge August 2014 - July 2015
MarketBridge September 2012 - August 2014
Cambridge Associates April 2012 - September 2012
Cambridge Associates January 2012 - March 2012
Cambridge Associates March 2011 - December 2011
Skills
Customer Journey Mapping, Digital Marketing, Business Strategy, Strategy, Lead Generation, Funnel Optimization, Investments, Financial Analysis, Marketing Strategy, Marketing, Content Marketing, Content Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Product & Brand Management and Marketing Information & Analytics
Virginia Military Institute 2007 — 2010
Bachelor of Arts, Economics and Business
Good Counsel 2002 — 2006
High School
Cambridge Associates July 2015 - Present
UBS Wealth Management September 2014 - December 2014
IPG Mediabrands June 2014 - August 2014
Longshore Sailing School June 2010 - August 2013
Universal Business May 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Stata, Econometrics, PowerPoint
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics, 3.6/4
Queen Mary, U. of London 2013 — 2013
Bachelor's degree, Economics
Fairfield College Preparatory School 2007 — 2011
GSSG Solar, LLC January 2015 - Present
Cambridge Associates January 2013 - January 2015
Spears Abacus Advisors LLC June 2012 - September 2012
Bowdoin College September 2011 - May 2012
Spears Abacus Advisors LLC July 2011 - August 2011
NorthRoad Capital Management June 2011 - July 2011
Indus Capital January 2011 - January 2011
Skills
Government, Equities, Investments, Public Speaking, Microsoft Excel, Analysis, Portfolio Management, Economics, Research, Data Analysis, Bloomberg Terminal, Fundraising, Policy Analysis, Derivatives, Non-profits
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (BA), Economics, Finance
Deerfield Academy 2004 — 2008
Merganser Capital Management October 2013 - Present
Cambridge Associates June 2012 - October 2013
Cambridge Associates August 2010 - June 2012
State Street Bank August 2009 - August 2010
Skills
Financial Services, Business Development, Asset Management, Mutual Funds, Equities
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), History
Owl Ventures, LP January 2014 - Present
Cambridge Associates February 2012 - December 2013
SoleTech October 2009 - January 2012
Castlight Health June 2008 - August 2008
FLAG Capital Management, LLC February 2005 - May 2007
Cambridge Associates July 2002 - February 2005
Skills
Private Equity, Venture Capital, Strategy, Financial Modeling, Alternative Investments, Business Development, Valuation, Due Diligence, Corporate Development
Education
Stanford Graduate School of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Bowdoin College 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Brooks School
Brandly Inc. March 2015 - Present
Cambridge Associates July 2014 - March 2015
Cambridge Associates June 2013 - August 2013
RBS Citizens June 2012 - August 2012
Zaarly, Inc March 2012 - May 2012
Boston College Human Resources- Compensation Division September 2011 - May 2012
Boston College Dining Services January 2011 - May 2011
Tennis Camp May 2008 - August 2009
Nextgen Realty July 2008 - August 2008
Skills
Excel, Public Speaking, Thomson One Analytics, Capital IQ, Budgeting, Market Research, Quantitative Analysis, EDGAR, Teamwork, Social Networking, Personal Finance, Social Media, PowerPoint, Word, Organizing, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Science in Management, Major in Finance; Minor in International Studies with a concentration in Political Economy, Recent Graduate
Istituto Dante Alighieri, University of Parma
Study Abroad Program, Fall Semester 2012
Cambridge Associates June 2015 - Present
AXA Advisors May 2013 - April 2015
The Motley Fool May 2014 - August 2014
Yahoo! July 2011 - September 2012
Pure Hockey April 2011 - August 2011
Education
Bentley University 2011 — 2015
Bachelor's degree, Major: Economics and Finance Minor: Mathematics
Pingree School 2007 — 2011
LearnLaunch April 2015 - July 2015
Cambridge Associates July 2013 - March 2015
Cambridge Associates July 2012 - June 2013
Cambridge Associates June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Investments, Investment Management, Asset Allocation, Private Equity, Equities, Research, Microsoft Excel, Economics, Bloomberg, Start-ups, Angel Investing, Early-stage Startups
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2015 — 2017
Middlebury College 2010 — 2012
Bachelor of Arts (BA), Economics
Bowdoin College 2007 — 2009
Noble and Greenough School 2004 — 2007
Jet.com October 2015 - Present
Thrillist Media Group December 2014 - Present
Simon Pearce September 2013 - December 2014
Wayfair October 2011 - September 2013
Innosight August 2010 - October 2011
Investor Group Services (IGS) June 2010 - August 2010
NBC Universal June 2009 - August 2009
Cambridge Associates July 2006 - August 2008
Cambridge Associates May 2006 - August 2008
Cambridge Associates March 2005 - May 2006
Skills
Customer Retention, Database Marketing, Customer Segmentation, Data Mining, Email Marketing, Behavioral Targeting, SQL, Web Analytics, Innovation Strategy, Business Model..., Disruptive Technologies, Corporate Strategy, Organizational Design, Financial Modeling, Business Strategy, Product Marketing, E-commerce, Product Management, Data Analysis, SEM, Google Analytics, Start-ups, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Bowdoin College 1999 — 2003
AB
U.S. House of Representatives May 2014 - August 2014
Cambridge Associates August 2012 - June 2014
growth. May 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Alternative Investments, Financial Risk, Probability Theory, SAS, R, Stochastic Modeling
Education
Georgetown University 2014 — 2016
Master of Science (MS), Mathematics and Statistics
Investment Banking Institute 2013 — 2013
Boston University 2008 — 2012
Economics
William Penn Charter School 2006 — 2008
Cape Elizabeth High School 2004 — 2006
Cambridge Associates July 2013 - Present
Cambridge Associates December 2011 - June 2013
NEPC, LLC January 2009 - November 2011
NEPC November 2006 - December 2008
Skills
Alternative Investments
Education
Bentley College 2000 — 2004
BS, Finance
Regent's College - European Business School, London, England 2003 — 2003
Cambridge Associates July 2014 - Present
Cambridge Associates January 2013 - June 2014
Cambridge Associates January 2012 - December 2012
Cambridge Associates July 2010 - December 2011
Education
Boston College 2007 — 2010
Bachelor of Arts (B.A.), Economics
University of San Diego 2006 — 2007
Cambridge Associates 2008 - Present
Wachovia Securities 2007 - 2008
Duff & Phelps 2005 - 2007
Cambridge Associates 1999 - 2003
Booz Allen Hamilton 1997 - 1999
Education
Boston University - School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Mary Washington College
Bachelor's Degree, Economics
Cambridge Associates August 2013 - Present
Cambridge Associates July 2009 - August 2013
InterSec Research November 2005 - July 2009
Deutsche Bank June 2003 - November 2005
Skills
Investments, Portfolio Management, Management, Business Development, Business Strategy, Equities, Asset Management, Alternative Investments, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (MBA), Asset Management
University of Notre Dame 1999 — 2003
BS, Mathematics and Business Administration
StepStone Group 2011 - Present
BlackRock August 2010 - December 2010
Cambridge Associates July 2006 - June 2010
Education
Boston University Questrom School of Business
Business Administration, Finance
Deloitte April 2012 - Present
Cambridge Associates August 2008 - March 2012
Fidelity Investments June 2007 - May 2008
Citizens Bank July 2004 - June 2007
Skills
Corporate Finance, Process Improvement, Analysis, Treasury, Business Analysis, Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Strategic Financial..., Risk Management, Valuation, Due Diligence
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies
Cambridge Associates June 2014 - Present
Cambridge Associates March 2013 - June 2014
Cambridge Associates September 2012 - March 2013
Marine Conservation Institute March 2012 - March 2013
Santander Consumer Bank June 2011 - October 2011
DHL Norwegian Headquarters Oslo March 2009 - August 2009
Norwegian Army August 2004 - August 2005
Education
European Business School (EBS) - London 2010 — 2011
MA, Management
BI Norwegian Business School 2005 — 2009
Bachelor, Business & Administration
St. John's International School
International Baccalaureate Diploma
Cambridge Associates January 2013 - Present
Skills
Legal Research, Investments, Corporate Law, Legal Writing
Education
Boston University School of Law 2006 — 2009
J.D., Law
Harvard University 2002 — 2006
A.B., Applied Math (focus in Economics)
Parkway West High School 1998 — 2002
America's Test Kitchen January 2014 - Present
The MENTOR Network January 2012 - January 2014
Cambridge Associates November 2010 - January 2012
Northland Investment Corporation February 2009 - September 2010
Northland Investment Corporation December 2006 - January 2009
Northland Investment Corporation December 2005 - November 2006
Stonehill College 2004 - 2005
Skills
Access, Microsoft Excel, Business Analysis, MRI, Accounting, Auditing, Software Documentation, Financial Statements, Financial Reporting, Financial Analysis, General Ledger, Accounts Payable, Account Reconciliation, Budgets, Process Improvement, Microsoft Word, PowerPoint, Internal Controls, GAAP, Cost Accounting, Cash Flow, Accruals, Essbase, Internal Audit, Bloomberg, Pivot Tables, Hyperion Enterprise, Variance Analysis, Data Mining
Education
Lawson CUE - LBI 2011 — 2011
Certificate, Lawson LBI Power User
Bentley University 2008 — 2011
MBA, Information Process Management, Management
Stonehill College 2001 — 2005
BSBA, Accounting, CIS
Self employed, financial specialist June 2011 - Present
Self employed September 1997 - March 2011
Communications Collaborative 1997 - 2010
Cambridge Associates January 2007 - March 2009
Forefiled 2003 - 2007
Nicolazzo & Associates July 1995 - September 1997
Allmerica Financial, Inc February 1993 - July 1995
Bowdoin Communications August 1987 - February 1993
Keystone Massachusetts, Inc December 1981 - April 1983
Putnam Fund Distributors March 1974 - December 1981
Skills
Editing, Investor Relations, Copywriting, Newsletters, Corporate Communications, Mutual funds, Equity investing, Marketing Communications, Media Relations, Press Releases, Equities
Education
Boston University
BA, English Literature and Language
Nottingham College of Art
Art
St. Helen's School, Northwood, Middlesex
English, Latin, Art
Cambridge Associates January 2015 - Present
Cambridge Associates September 2013 - December 2014
Boston Medical Center February 2013 - September 2013
Blue Cross Blue Shield of Massachusetts April 2012 - February 2013
Blue Cross Blue Shield of Massachusetts August 2009 - April 2012
Skills
Financial Analysis, Insurance, Financial Reporting, Accounting, Access, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis
Education
Boston University 2012 — 2013
Masters of Science, Investment Management
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Finance
McDonogh School 2001 — 2005
Lorenzo De'Medici University
Joel Barlow High School August 2012 - Present
Cambridge Associates July 2006 - August 2008
Skills
Quantitative Analytics, Data Analysis, Financial Modeling, Asset Allocation, Alternative Investments, Investments, Valuation
Education
Fairfield University 2012 — 2015
Master's Degree, Mathematics
University of Bridgeport 2010 — 2011
MS, Education (Secondary Mathematics)
Boston College 2002 — 2006
BS, Finance, Marketing
CareGroup Investment Office October 2010 - Present
Seneca Partners January 2010 - March 2010
Merrick Ventures June 2009 - August 2009
Cambridge Associates June 2006 - June 2008
Cambridge Associates March 2005 - June 2006
State Street Corporation July 2003 - March 2005
Skills
Due Diligence, Alternative Investments, Hedge Funds, Investments, Investment Strategies, Venture Capital, Portfolio Management, Asset Management, Investment Management, Equities, Fixed Income, Valuation, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Accounting
Boston College 1999 — 2003
BA, Economics
Conestoga High School 1995 — 1999
Cambridge Associates May 2013 - Present
Cambridge Associates LLC July 2003 - June 2013
Skills
Alternative Investments, Financial Analysis, Investments, Due Diligence, Private Equity, Valuation, Financial Risk, Risk Management, Operational Risk..., Risk Assessment, Enterprise Risk..., Internal Audit
Education
Bentley College
B.S., Finance
Cambridge Associates June 2009 - Present
Fidelity Investments 1996 - 2007
CSC Index 1989 - 1996
Skills
Alternative Investments, Venture Capital, Financial Services, Investments, Asset Allocation, Competitive Analysis, Consulting, Strategy, Hedge Funds, Institutional..., Management Consulting, Business Development, Financial Modeling, Business Strategy, Portfolio Management, Private Equity, Asset Managment, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
S.M.
Bentley University 1980 — 1984
B.S.
Boston College August 2011 - Present
Cambridge Associates July 2008 - July 2011
K2 Advisors July 2007 - June 2008
University System of Maryland Foundation January 2007 - May 2007
Mayer Fund May 2006 - May 2007
UBS Investment Bank June 2006 - August 2006
Harvard University July 2001 - August 2005
GE June 2000 - June 2001
U.S. Air Force/Air National Guard June 1995 - May 1999
PricewaterhouseCoopers June 1998 - August 1998
Skills
Financial Modeling, Hedge Funds, Institutional..., Finance, Equity Research, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2017
Doctor of Philosophy (Ph.D.), Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
Harvard University 2002 — 2005
Graduate Diploma in Management, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2000
BS, Finance/Economics
Brandywine Group Advisors December 2014 - Present
Suffolk University - Sawyer School of Management September 2014 - December 2014
Liberty Mutual Group Asset Management August 2011 - November 2014
Boston College May 2008 - August 2011
Bain Capital July 2007 - April 2008
Cambridge Associates June 2005 - June 2007
Wellington Management Company June 2004 - August 2004
Skills
Private Equity, Asset Allocation, Venture Capital, Investments, Portfolio Management, Equities, Due Diligence, Asset Management, Financial Modeling, Investment Strategies, Alternative Investments, Corporate Finance, Valuation, Investment Management, Fixed Income, Emerging Markets, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Masters in Finance
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Boston College 2001 — 2005
BA, Economics, Philosophy
River Partners Capital Management September 2014 - Present
Cambridge Associates August 2009 - August 2014
Hartford Investment Management June 2008 - August 2008
Goldman Sachs August 2004 - August 2007
Skills
Financial Modeling, Investments, Finance, Private Equity, Equities
Education
The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management
Bowdoin College 1999 — 2003
BA, Economics
Deerfield Academy 1996 — 1999
Forrester Research April 2013 - Present
Forrester Research June 2010 - March 2013
First Marblehead December 2006 - June 2010
PricewaterhouseCoopers September 2004 - November 2006
Cambridge Associates October 2003 - August 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MSA
University of Massachusetts Dartmouth 1999 — 2003
BS
Crema Cafe May 2010 - Present
Cambridge Center for Adult Education October 2012 - October 2012
Bakin & Eggs October 2009 - February 2010
Hudson July 2008 - April 2009
Girls Rock! Chicago October 2007 - October 2008
Smithfield Properties October 2007 - June 2008
Cambridge Associates August 2006 - July 2007
Atlas Venture January 2005 - July 2006
Skills
Financial Analysis, Marketing, Financial Modeling, Microsoft Excel, Investor Relations, Entrepreneurship, Social Media, Competitive Analysis, Microsoft Office, Viennoiserie, Patisserie, Cupcakes, Culinary Skills, Culinary Management, Event Management, Strategic Planning, Time Management, Management, Customer Service
Education
French Pastry School 2009 — 2009
Certificate, L'art de la Patisserie Program
Bentley University 2002 — 2006
BS, Finance
BMHS
Aite Group 2014 - Present
Candy.com 2013 - 2014
COR Financial 2005 - 2013
Grand Circle Corporation 2002 - 2005
Cambridge Associates 1999 - 2002
Skills
Accounting, Business Analysis, Financial Analysis, Corporate Finance, Banking, Financial Reporting, Mergers & Acquisitions, Process Improvement, Financial Risk, Microsoft Excel, Internal Controls, GAAP, Business Process..., Financial Services, Payroll, General Ledger, Auditing, Cash Management
Education
Bentley University 1991 — 1995
Bachelor of Science (B.S.), Accounting
SHOP.COM November 2012 - Present
Unity Pilates October 2009 - 2012
Cambridge Associates July 2004 - September 2007
Skills
Wellness, Fitness, Wellness Coaching, Supplements, Sports Nutrition, Public Speaking, Personal Training, Nutritional Counseling, Entrepreneurship, Marketing, Social Networking, Health Education, Healthcare, Lifestyle, Network Marketing, Pilates, Nonprofits, Weight Management, Home Based Business, Nutrition, Social Media
Education
Boston College 2000 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Standard Life Investments April 2012 - Present
Cambridge Associates June 2007 - April 2012
2006-2007CAMBRIDGE ASSOCIATES June 2006 - June 2007
2005-2006FINANCIAL ARCHITECTS PARTNERS June 2005 - June 2006
Education
Boston College 2001 — 2005
Bachelor of Arts degree, economics and biology; pre-medical studies
Cambridge Associates June 2002 - Present
Education
Bentley University 1998 — 2002
BS, Finance
Eddie Bauer October 2014 - Present
DSW September 2012 - December 2012
Equinox Fitness May 2011 - September 2012
Cambridge Associates August 2008 - March 2009
A. G. Edwards & Sons, Inc. September 2000 - March 2008
Color, Inc. October 2002 - August 2004
Skills
Retail, Merchandising, Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Coaching, Time Management, Team Building, Outlook, Blogging, Editing, Social Media Marketing, Operations Management, Social Media, Social Networking, Inventory Management, Marketing, Event Planning
Education
Boston College 1995 — 1999
Spencer Stuart February 2015 - Present
Polaris Partners November 2002 - November 2014
Wells Fargo Retail Finance 2000 - 2002
Paragon Capital 1998 - 2000
Accenture 1996 - 1998
Cambridge Associates 1994 - 1996
Travelers Realty Investment Company 1993 - 1994
AEW Capital Management 1987 - 1993
Hayden-Wegman Consulting Engineers 1984 - 1987
National Medical Care 1981 - 1984
Skills
Executive..., Administrative..., Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Calendaring, Microsoft Publisher, Budgets, Expense Reports, Customer Service, Training, Office Administration, Office Management, Mac, Administrative..., Marketing, Events Coordination, Management
Education
Framingham State University 1974 — 1978
BS, Early Childhood Education
Bentley University
Accounting
Eliza Corporation February 2014 - Present
Iron Mountain July 2011 - January 2014
Iron Mountain March 2011 - July 2011
DS Feller Company LLC May 2010 - July 2011
SV Life Sciences August 2007 - February 2010
Valuation Advice LLC 2010 - 2010
Cambridge Associates June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
The New York Mortgage Company 2003 - 2004
Skills
Financial Modeling, Finance, Due Diligence, Analysis, Management, Sales Operations, Forecasting, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Venture Capital, Research, Investments, Private Equity, Budgets, Competitive Analysis, Budgeting, Alternative Investments, Economics, Business Valuation, Reporting & Analysis, Performance Analysis, Investor Relations, Managerial Finance, Institutional..., Performance Improvement, Variance Analysis, Strategy, Sales Strategy, Sales Compensation, Corporate Fundraising, Organizational Structure, Efficiency Improvement, Financial Management, Performance Attribution, Benchmarking, Institutional Investors, Mentoring
Education
Bentley University 2002 — 2006
BS, Economics-Finance
Hopkinton High School 1998 — 2002
The Hartford September 2015 - Present
The Hartford November 2013 - Present
Yale School of Management August 2013 - November 2013
Yale School of Management August 2011 - July 2013
Yale School of Management January 2007 - August 2011
Cambridge Associates July 2003 - December 2006
Boston Medical Center June 2001 - July 2003
Skills
Non-profits, Career Counseling, Program Management, Leadership Development, Global Talent..., Diversity & Inclusion
Education
Boston University 2005 — 2007
M. Ed, Human Resource Education
Providence College 1997 — 2001
B.A., Psychology
Cambridge Associates July 2014 - May 2015
Cambridge Associates July 2012 - June 2014
Cambridge Associates December 2010 - June 2012
Cambridge Associates July 2009 - December 2010
Cambridge Associates August 2008 - June 2009
ReedLogic August 2006 - August 2008
Aspatore Books June 2006 - August 2006
Skills
New Business Development, Marketing, Strategy, Strategic Planning, Business Development, Leadership, Research, Program Management, Marketing Communications, Public Relations, Marketing Strategy, Management, Entrepreneurship
Education
Boston University - School of Management 2014 — 2016
Master of Business Administration (MBA)
Connecticut College 2002 — 2006
BA, English Language and Literature, American Studies
District of Columbia Retirement Board May 2013 - Present
East Coast Asset Management May 2011 - August 2012
Boston College August 2011 - May 2012
Cambridge Associates September 2007 - August 2010
Cambridge Associates June 2006 - September 2007
Skills
Investments, Financial Modeling, Hedge Funds, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Strategic Financial..., Financial Markets, Bloomberg, Portfolio Management, Equities, Alternative Investments, Asset Management, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Asset Management
Lafayette College 2002 — 2006
Bachelor's Degree, Economcis & Business, English
Seismic Software October 2015 - Present
Windhaven Investment Management June 2014 - September 2015
Windhaven Investment Management January 2014 - June 2014
Cambridge Associates November 2010 - January 2014
MFS Investment Management March 2010 - November 2010
Bain Capital February 2008 - March 2010
State Street August 2007 - February 2008
Skills
Equities, Fixed Income, Alternative Investments, Securities, Asset Allocation, Bonds, Hedge Funds, Investments, Private Equity, Asset Management, Separately Managed..., Overlay, Operations Management, Performance Reporting
Education
Endicott College 2013 — 2017
Master of Business Administration (M.B.A.)
Bentley University 2003 — 2007
Economics & Finance
DBL Investors June 2015 - Present
Tuck School of Business at Dartmouth College 2014 - Present
Cadent Energy Partners 2012 - 2014
Darien High School Hockey 2010 - 2014
Cambridge Associates 2012 - 2012
DLB Capital, LLC 2009 - 2011
Skills
Private Equity, Venture Capital, Emerging Markets, Energy, Financial Modeling, Investments, Investment Banking, Portfolio Management, Due Diligence, China Business...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
Boston College 2006 — 2010
BA, Mathematics, Economics, Cum Laude
The Taft School 2004 — 2006
Carey & Giampa Realtors July 2014 - Present
Babcock Power, Inc. May 2010 - August 2013
Babcock Power Environmental April 2008 - May 2010
Brooke Private Equity Advisors October 2006 - January 2008
Cambridge Associates January 2005 - October 2006
Wainwright Investment Counsel June 2003 - September 2003
State Street June 2002 - December 2002
Skills
Due Diligence, Venture Capital, Energy, Private Equity, Investments, Energy Efficiency, Biomass, Power Generation, Solar Energy, Renewable Energy, Cleantech, Alternative Energy, Portfolio Management, Power Plants, Energy Management, Wind, Finance, Sustainability, Mergers & Acquisitions, Contract Negotiation, Engineering, Energy Policy, Business Strategy, Financial Modeling, Energy, industry, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Boston University - School of Management 2009 — 2013
MBA, Business Administration and Management, General
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), Finance
Macquarie Capital June 2015 - August 2015
Cambridge Associates October 2010 - July 2014
State Street Global Markets June 2008 - May 2009
Business Logic Consulting June 2004 - August 2006
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters of Science, Finance
Bentley University 2003 — 2007
Bachelors, Economics-Finance
Barclays Capital August 2010 - Present
Citi August 2007 - August 2010
Schonfeld Securities July 2006 - July 2007
Cambridge Associates January 2006 - July 2006
Skills
Private Equity, Hedge Funds, Due Diligence, Venture Capital, Mutual Funds, Trading, Equities, Derivatives, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Alternative Investments, Asset Management, Structured Products, Portfolio Management, Equity Derivatives, Financial Modeling, Options, Investments
Education
Boston University - School of Management 2002 — 2006
BS, Finance
Cambridge Associates July 2011 - Present
Skills
Equities, Investments, Bloomberg, Emerging Markets, Six Sigma, Polish, Research, Investment Strategies, FINRA, Alternative Investments, Corporate Finance, Fixed Income, Management, Strategic Planning, Equity Research, Analysis, Portfolio Management, Leadership, Six Sigma Green Belt, Series 3
Education
Boston University - School of Management 2009 — 2012
Master of Business Administration (MBA), Strategy and Business Analysis, High Honors
Boston University 1999 — 2004
BA, International Relations (Foreign Policy & Security Studies, Europe)
illy caffè North America, Inc. August 2014 - Present
Energizer June 2013 - July 2014
Green Mountain Coffee Roasters September 2012 - May 2013
Green Mountain Coffee Roasters May 2012 - September 2012
Green Mountain Coffee Roasters June 2011 - April 2012
Avon Products Inc. June 2010 - May 2011
Cone, Inc. January 2010 - April 2010
Cambridge Associates July 2008 - August 2009
Cambridge Associates October 2006 - July 2008
Skills
Social Media, Strategic Planning, Management, Marketing, Competitive Analysis, Online Advertising, Digital Marketing, Brand Management, Customer Insight, Leadership, Marketing Strategy, Market Research, Consumer Products, Product Development, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Product and Brand Management
Connecticut College 2002 — 2006
B.A., Sociology based Human Relations, Italian
Jones Lang LaSalle January 2011 - February 2013
Philips April 2009 - February 2011
BirchREA August 2007 - April 2009
Cambridge Associates September 2005 - January 2006
Skills
Financial Modeling, Financial Analysis, Real Estate, Leases, Corporate Finance, Analysis, Real Estate Transactions, Commercial Real Estate, Internal Controls, Brokerage, Valuation, Due Diligence, Management, Strategic Planning, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's, Real Estate Management
Bentley University
Bachelor's, Finance
Eastern Bank June 2014 - Present
Eastern Bank October 2012 - June 2014
Eastern Bank November 2011 - October 2012
Cambridge Associates August 2010 - November 2011
Digitas November 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Portfolio Management, Financial Reporting, Finance, Forecasting, Credit Analysis, Banking, Credit, Loans, Valuation
Education
Boston College - Carroll School of Management 2011 — 2014
MBA
Bentley University 2002 — 2006
Bachelors Science, Finance
Microsoft July 2015 - Present
Adobe June 2014 - August 2014
Bain Capital April 2010 - June 2013
Cambridge Associates August 2008 - April 2010
Skills
Hedge Funds, Alternative Investments, Due Diligence, Private Equity, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Portfolio Management, Asset Managment, Investment Strategies, LBO
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (B.S.), Finance, History Minor
Loyola High School of Los Angeles 2000 — 2004
Cambridge Associates 2015 - Present
Cambridge Associates January 2012 - Present
Cambridge Associates April 2010 - February 2012
KPMG Audit July 2009 - April 2010
KPMG Audit September 2007 - June 2009
Education
Bentley University 2007 — 2009
Master's in Business Administration, Accountancy
Bentley University 2003 — 2007
Bachelor's of Science, Accountancy
Capital One President's Associate2009 HARRAH'S ENTERTAINMENT, INCJune 2009 - August 2009
Cambridge Associates July 2006 - July 2008
Cambridge Associates July 2005 - July 2008
Cambridge Associates July 2004 - June 2005
Education
Harvard Business School 2008 — 2010
Master, Business Administration
Boston College 2000 — 2004
Bachelor of Arts degrees, Economics & French
Amazon August 2015 - Present
Columbia University in the City of New York August 2013 - May 2015
InSITE September 2013 - April 2015
Google June 2014 - August 2014
Stylr September 2013 - December 2013
Technology Crossover Ventures July 2013 - August 2013
Simplee June 2013 - July 2013
Cambridge Associates July 2010 - May 2013
Skills
Product Management, Start-ups, Business Strategy, Leadership, Consulting, Data Analysis, Project Management, Microsoft Excel, Financial Modeling, Investments, Alternative Investments, Manage Client..., Valuation, Google Analytics, Minitab, Due Diligence, Product Marketing, Python
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Bowdoin College
Oxford University
Hackley 1991 — 2004
National Outdoor Leadership School 2015 — 2015
Sotheby's July 2011 - July 2011
Cambridge Associates November 2010 - July 2011
Western States Art Federation, Denver CO February 2010 - October 2010
RS Consulting February 2010 - March 2010
Hippo Hostel, Budva Montenegro January 2006 - November 2008
MIRAX Group, Astra Montenegro May 2008 - October 2008
Ponta Radio 106.8 FM, Budva Montenegro May 2006 - October 2008
Marie Claire, Hachette Filipacchi Publishing House, Moscow Russia March 2005 - January 2006
Lingua.Ru Moscow Russia May 2004 - February 2005
Education
Birkbeck, University of London 2009 — 2010
MA, Arts Policy & Management
Moscow State University of Service 2001 — 2004
BA, Russian-English Translation
Moscow State University of Service 1999 — 2004
MA, Cultural Studies
Cambridge Associates June 2011 - Present
Merrill Lynch May 2010 - September 2010
Boston College August 2009 - January 2010
Education
Boston College 2007 — 2011
PwC September 2013 - Present
American Express June 2012 - August 2012
Cambridge Associates October 2007 - June 2011
State Street July 2006 - September 2007
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance and Business Law
Dunkin' Brands October 2014 - Present
Pepperidge Farm July 2013 - October 2014
Campbell Soup Company June 2012 - August 2012
Cambridge Associates July 2008 - June 2011
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Class of 2013
Bowdoin College 2004 — 2008
Sociology, Spanish
Milton Academy 1998 — 2004
Alexandria Real Estate Equities, Inc. May 2014 - Present
Cambridge Associates November 2012 - May 2014
Brown Brothers Harriman July 2006 - October 2012
W. B. Mason January 2006 - May 2006
Lehman Brothers January 2005 - April 2005
Skills
Bloomberg, Microsoft Office, Marketing, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA
Stonehill College 2002 — 2006
B.S., Business Administration
Church Pension Group July 2013 - Present
Park Street Capital February 2011 - June 2013
Cambridge Associates June 2010 - August 2010
Skills
Venture Capital, Alternative Investments, Portfolio Management, Equity Research, Private Equity, Institutional..., Equities, Asset Management, Financial Modeling, Investments, Capital Markets
Education
Boston College 2006 — 2010
BA, Philosophy
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
n/a, Tuck Bridge Program
MIT Sloan School of Management June 2015 - Present
athenahealth February 2015 - June 2015
athenahealth February 2014 - January 2015
athenahealth January 2013 - February 2014
Cambridge Associates July 2012 - January 2013
Cambridge Associates July 2010 - July 2012
Skills
Excel, VBA, Matlab, SQL, Market Research, Quantitative Research, Investments, Data Analysis, Quantitative Analytics, Financial Modeling, Analytics, Economics, Statistics
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Boston College 2006 — 2010
BA, Mathematics
Acton-Boxborough Regional High School 2002 — 2006
GED
Cambridge Associates July 2011 - Present
Liberty Capital, Inc. August 2010 - August 2010
Merrill Lynch July 2010 - August 2010
Education
University of Richmond - Robins School of Business 2008 — 2011
BSBA, Finance
Bentley University 2007 — 2008
BS, Finance
Columbia University in the City of New York August 2015 - Present
HarbourVest Partners July 2013 - July 2015
Cambridge Associates January 2012 - June 2013
Cambridge Associates July 2009 - December 2011
Cambridge Associates June 2008 - August 2008
Merrill Lynch June 2006 - September 2006
Skills
Alternative Investments, Bloomberg, Private Equity, Hedge Funds, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Investments, Asset Management, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2005 — 2009
B.S., Finance, Accounting
Baylor School
Cambridge Associates October 2014 - Present
Talbots February 2013 - August 2014
Pegasystems June 2011 - February 2013
Pegasystems August 2010 - June 2011
Phase Forward 2008 - 2010
Deloitte & Touche 2000 - 2008
Education
Northeastern University
M.S., Accounting
Boston College Law School
Juris Doctor
Tufts University
B.A., Political Science
The University of Cambridge July 2013 - Present
The University of Cambridge September 2007 - May 2009
Cambridge Associates June 2004 - August 2007
Education
Bowdoin College 2000 — 2004
Economics
Excel Funds Management Inc. September 2015 - Present
Cambridge Associates April 2014 - August 2015
Advantage Data September 2011 - April 2014
Bank of America November 2010 - August 2011
JPMorgan Chase & Co April 2010 - August 2010
LighterLife October 2009 - March 2010
Education
Bentley University 2006 — 2009
Bachelor of Science, Finance
Dimensional Fund Advisors October 2014 - Present
Cambridge Associates January 2013 - September 2014
Monitor Group April 2010 - January 2013
Skills
Management Consulting, PowerPoint, Team Leadership, Financial Modeling, Market Research, Valuation, Strategy, Business Strategy, Economics, Competitive Analysis, Data Analysis
Education
Boston University 2007 — 2010
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2007
Cambridge Associates June 2015 - Present
Cambridge Associates September 2014 - June 2015
Credit Suisse June 2013 - August 2013
West Newbury Youth Baseball May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Equity Research
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), History, German, and International Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2012 — 2012
German, Economics, History, International Studies
Pentucket Regional High School 2006 — 2010
UVA Health System February 2014 - Present
UnitedHealth Group November 2011 - February 2014
UnitedHealth Group December 2008 - November 2011
UnitedHealth Group September 2006 - December 2008
Internet Technologies Group December 2004 - September 2006
Internet Technologies Group March 2002 - December 2004
Internet Technologies Group May 2000 - March 2002
Digitas July 1999 - May 2000
Cambridge Associates October 1997 - July 1999
Skills
Project Management, PMO, Program Management, IT Operations, Healthcare Information..., Team Management, Business Strategy, Six Sigma, Enterprise Risk..., Project Portfolio..., PMP, IT Project & Program..., Project Finance, Project Planning, Continuous Improvement, Change Management, Demand Forecasting, Financial Analysis, Matrix Management, Agile Project Management, Cross-functional..., Collaboration, Budget Forecasts, Coaching Staff, Leadership, Analysis, Process Improvement, Management
Education
University of Texas at Tyler 2015 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Bentley University 1992 — 1996
Bachelor of Science (B.S.), Finance
Colonial Consulting LLC December 2014 - Present
Self-Employed January 2011 - December 2013
Nyes Ledge Capital Management, LLC 2005 - 2010
Cambridge Associates February 2003 - November 2005
Cambridge Associates February 2001 - January 2003
Morgan Stanley June 1994 - May 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
State University of New York at Binghamton 1990 — 1994
Bachelor of Science (BS), Finance, General
Posternak Blankstein & Lund LLP June 2015 - Present
Riemer & Braunstein LLP 1999 - 2014
New England Mutual Life Insurance Co 1991 - 1998
Cambridge Associates 1991 - 1991
Prudential capital corporation 1989 - 1991
Education
Boston University 1991 — 1993
Katharine Gibbs School 1988 — 1989
Regis College 1987 — 1988